The Joan and Chester Luby Charitable Trust
The Joan and Chester Luby Charitable Trust is a private foundation, based in Jupiter, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 4 grants totaling $500K. Net investment income was $321K.
The Joan and Chester Luby Charitable Trust at a glance
In short: The Joan and Chester Luby Charitable Trust gave $500K across 4 grants in 2025 (avg $125K), top state Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $500,000
- +85.2% vs 2024
- Grants made (2025)
- 4
- +33.3% vs 2024
- Average grant
- $125,000
- +38.9% vs 2024
- Median grant
- $100,000
- Total assets
- $1,026,013
- +26.0% vs 2024
- Primary geography
- Florida (40% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who The Joan and Chester Luby Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was University of Florida Foundation ($200K). Together the top 3 received $400K.
Organizations only. It also paid 1 grant to individuals ($100,000), which are not listed by name.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $100–250K range: 7 grants of 10 (70%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How The Joan and Chester Luby Charitable Trust gives
- Giving grew 809% from 2022 to 2025. Method
- In 2025 it paid out 406% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $11K (2020) to $500K (2025). In 2025 it made 4 grants totaling $500K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Florida Foundation Gainesville, FL | General Fund | $200,000 |
| The Ohio State University Foundation Columbus, OH | General Fund | $100,000 |
| 1 grant to individuals Recipients not named | — | $100,000 |
| University of Maryland College Park Foundation College Park, MD | General Fund | $100,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,026,013 | $720,425 | $508,745 | $500,000 | 4 | $504,000 | $320,503 | $124,152 |
| 2024 | $814,333 | $408,682 | $286,633 | $270,000 | 3 | $286,470 | $341,204 | $110,661 |
| 2023 | $692,284 | $411,709 | $209,163 | $175,000 | 2 | $209,068 | $11,709 | $93,920 |
| 2022 | $489,738 | $110,983 | $74,349 | $55,000 | 1 | $74,149 | $10,983 | $91,514 |
| 2021 | $453,104 | $10,228 | $8,896 | — | — | — | $10,228 | $73,153 |
| 2020 | $451,772 | $346,907 | $40,870 | $11,318 | 2 | — | $37,073 | $41,780 |
Under IRS private-foundation payout rules, The Joan and Chester Luby Charitable Trust reported a distributable amount of $124K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Joan and Chester Luby Charitable Trust is led by Chester Luby, Chairman since 2025 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Chester Luby
Chairman
Treasurer, Chairman & Trustee → Chairman & Treasurer, 2023
Chairman & Treasurer → Chairman, 2025
On filings since 2020
1 hr/week
No compensation reported
Jodi Luby
Trustee
On filings since 2020
1 hr/week
No compensation reported
Cynthia Luby
Treasurer
Trustee → Treasurer, 2025
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Joan and Chester Luby Charitable Trust
How much does The Joan and Chester Luby Charitable Trust give each year?
The Joan and Chester Luby Charitable Trust gave $500K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $270K across 3 grants.
What is The Joan and Chester Luby Charitable Trust's typical grant size?
The Joan and Chester Luby Charitable Trust's median grant in 2025 was $100,000, and its average grant was $125,000, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Joan and Chester Luby Charitable Trust give grants?
The Joan and Chester Luby Charitable Trust's top state is Florida, with 40% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Ohio (20%) and North Carolina (20%).
Does The Joan and Chester Luby Charitable Trust give general operating support?
Yes: 100% of The Joan and Chester Luby Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The Joan and Chester Luby Charitable Trust?
The Joan and Chester Luby Charitable Trust reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $504K in qualifying distributions that year, against a required minimum of $124K (roughly 5% of its investment assets).
What is The Joan and Chester Luby Charitable Trust's EIN?
The Joan and Chester Luby Charitable Trust's EIN (Employer Identification Number) is 47-4064085. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 25, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 25, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS November 6, 2025)
- IRS filings on file for fiscal years 2020–2025
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